ADMINISTRATION AGREEMENT THIS ADMINISTRATION AGREEMENT is made this ___ day of _______, 2001 by and between Capstone Growth Fund, Inc. ("Company") on behalf of CAPSTONE EMPLOYEE STOCK OWNERSHIP FUND, a Maryland Corporation (the "Fund") and CAPSTONE...Administration Agreement • December 28th, 2001 • Capstone Growth Fund Inc • Texas
Contract Type FiledDecember 28th, 2001 Company Jurisdiction
CUSTODY AGREEMENT THIS AGREEMENT, is made as of February 10, 2000, by and between CAPSTONE GROWTH FUND, INC., a corporation organized under the laws of the State of Maryland (the "Company"), and THE FIFTH THIRD BANK, a banking trust organized under...Custody Agreement • December 28th, 2001 • Capstone Growth Fund Inc • Ohio
Contract Type FiledDecember 28th, 2001 Company Jurisdiction
CAPSTONE EMPLOYEE STOCK OWNERSHIP FUND INVESTMENT ADVISORY AGREEMENT AGREEMENT, effective commencing on ___________, 2001, between Capstone Asset Management Company (the "Adviser") and Capstone Series Fund, Inc. ("Company") on behalf of Capstone...Investment Advisory Agreement • December 28th, 2001 • Capstone Growth Fund Inc • Texas
Contract Type FiledDecember 28th, 2001 Company Jurisdiction
Amendment Number 1 Capstone Growth Fund, Inc. Investment Company Services Agreement This Amendment Number 1, dated ( ______________, 2001), to Investment Company Services Agreement ("Agreement") dated October 7, 2000, between Capstone Growth Fund,...Investment Company Services Agreement • December 28th, 2001 • Capstone Growth Fund Inc
Contract Type FiledDecember 28th, 2001 CompanyThis Amendment Number 1, dated ( ______________, 2001), to Investment Company Services Agreement ("Agreement") dated October 7, 2000, between Capstone Growth Fund, Inc. (the "Fund"), and Declaration Service Company ("Declaration"), is adopted to provide the following:
GENERAL DISTRIBUTION AGREEMENT Agreement made this 11th day of May, 1992 between CAPSTONE U.S. TREND FUND, INC. ("Issuer"), a Maryland corporation having its principal place of business in Houston, Texas, and CAPSTONE ASSET PLANNING COMPANY...General Distribution Agreement • December 28th, 2001 • Capstone Growth Fund Inc
Contract Type FiledDecember 28th, 2001 Company
ContractGeneral Distribution Agreement • August 28th, 2012 • Capstone Series Fund Inc
Contract Type FiledAugust 28th, 2012 Company
Exhibit (e)(2) Capstone Asset Planning Company DEALER AND SELLING GROUP AGREEMENT Ladies and Gentlemen:Dealer and Selling Group Agreement • February 28th, 2006 • Capstone Series Fund Inc • Texas
Contract Type FiledFebruary 28th, 2006 Company JurisdictionAs the distributor of the shares ("Shares") of each investment company portfolio ("Fund")of the investment company or companies covered hereunder (each a, "Company"), as listed in Appendix A which may be amended by us from time to time, Capstone Asset Planning Company ("Distributor") hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms "we," "us," and similar words refer to the Distributor, and the terms "you," "your," and similar words refer to the dealer executing this agreement, including its associated persons.
STEWARD FUNDS, INC. ADMINISTRATION AGREEMENTAdministration Agreement • August 28th, 2012 • Capstone Series Fund Inc • Texas
Contract Type FiledAugust 28th, 2012 Company JurisdictionTHIS ADMINISTRATION AGREEMENT dated January 12, 2012, by and between CFS CONSULTING SERVICES, LLC, ("Administrator"), a Texas Limited Liability Company having its principal place of business in Houston, Texas and STEWARD FUNDS, INC. ("Company") on behalf of its series listed on Attachment A hereto (each, a "Fund"), a Maryland corporation having its principal place of business in Houston, Texas.
CAPSTONE ASSET PLANNING COMPANY 5847 SAN FELIPE, SUITE 4100 HOUSTON, TEXAS 77057 713-260-9000 800-262-6631 SELLING GROUP AGREEMENT Ladies/Gentlemen: We invite you to participate in the distribution of the shares of any open-end investment companies...Selling Group Agreement • December 28th, 2001 • Capstone Growth Fund Inc • Texas
Contract Type FiledDecember 28th, 2001 Company Jurisdiction
CLASS ACTION AND FAIR FUND SERVICES AGREEMENTClass Action and Fair Fund Services Agreement • August 4th, 2011 • Capstone Series Fund Inc • Texas
Contract Type FiledAugust 4th, 2011 Company JurisdictionCAPSTONE ASSET MANAGEMENT COMPANY (“CAMCO”), a Delaware corporation having its principal place of business in Houston, Texas; and
ContractCompliance Services Agreement • August 28th, 2012 • Capstone Series Fund Inc • Texas
Contract Type FiledAugust 28th, 2012 Company Jurisdiction
Exhibit (h)(2) MASTER SERVICES AGREEMENTMaster Services Agreement • February 28th, 2006 • Capstone Series Fund Inc • Ohio
Contract Type FiledFebruary 28th, 2006 Company JurisdictionAGREEMENT made as of May 24, 2004, between BISYS FUND SERVICES OHIO, INC. ("BISYS"), a Delaware corporation having its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219 and CAPSTONE SERIES FUND, INC. (the "Company"), a Maryland corporation having its principal place of business at 5847 San Felipe, Suite 4100, Houston, Texas 77057.
Capstone Asset Planning Company DEALER AND SELLING GROUP AGREEMENT Ladies and Gentlemen:Dealer and Selling Group Agreement • August 26th, 2016 • Capstone Series Fund Inc • Texas
Contract Type FiledAugust 26th, 2016 Company JurisdictionAs the distributor of the shares (“Shares”) of each investment company portfolio (“Fund”) of the investment company or companies covered hereunder (each a, “Company”), as listed in Appendix A which may be amended by us from time to time, Capstone Asset Planning Company (“Distributor”) hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms "we," "us," and similar words refer to the Distributor, and the terms "you," "your," and similar words refer to the dealer executing this agreement, including its associated persons.
COMPLIANCE SERVICES AGREEMENTCompliance Services Agreement • August 26th, 2016 • Capstone Series Fund Inc
Contract Type FiledAugust 26th, 2016 CompanyAGREEMENT dated as of April 1, 2016 (the “Effective Date”) among Capstone Church Capital Fund (the “Church Fund”), a statutory trust organized under the laws of Delaware, Capstone Series Fund, Inc. (“CSF”), a corporation organized under the laws of Maryland, Steward Funds, Inc. (“Steward Funds”; together with the Church Fund and CSF, the “Funds”), a corporation organized under the laws of Maryland, CFS consulting services, LLC (“CFS”), a limited liability company organized under the laws of Texas, and Cipperman Compliance Services, LLC (“CCS”), a Pennsylvania limited liability company.
AGREEMENT AMONG JOINT INSUREDS Pursuant to Rule 17g-1(f) under the Investment Company Act of 1940Joint Insured Fidelity Bond Agreement • September 8th, 2011 • Capstone Series Fund Inc
Contract Type FiledSeptember 8th, 2011 CompanyWHEREAS, each of the undersigned is named as an insured under a joint insured fidelity bond issued by Hartford Fire Insurance Company, a reputable fidelity insurance company; and
INDEPENDENT CONTRACTOR AGREEMENTIndependent Contractor Agreement • August 26th, 2016 • Capstone Series Fund Inc • Delaware
Contract Type FiledAugust 26th, 2016 Company JurisdictionThis Independent Contractor Agreement (“Agreement”) is made and entered into as of the 1st day of April, 2016 (“Effective Date”), by and between STEWARD FUNDS, INC, a Maryland corporation, CAPSTONE SERIES FUND, INC, a Maryland corporation, CAPSTONE CHURCH CAPITAL FUND, a Delaware statutory trust, and CFS CONSULTING SERVICES, LLC a Texas Limited Liability Company each having its principal place of business in Houston, Texas (collectively “Company”) and RICHARD A. NUNN, an individual residing at 5111 Briarbend Drive, Houston, Texas (“Contractor”).
ContractClass Action and Fair Fund Services Agreement • August 28th, 2012 • Capstone Series Fund Inc • Texas
Contract Type FiledAugust 28th, 2012 Company Jurisdiction
COMPLIANCE SERVICES AGREEMENTCompliance Services Agreement • June 28th, 2010 • Capstone Series Fund Inc • Texas
Contract Type FiledJune 28th, 2010 Company JurisdictionCAPSTONE ASSET MANAGEMENT COMPANY ("CAMCO"), a Delaware corporation having its principal place of business in Houston, Texas; and
CAPSTONE SERIES FUND, INC. MASTER SERVICES AGREEMENTMaster Services Agreement • August 26th, 2016 • Capstone Series Fund Inc
Contract Type FiledAugust 26th, 2016 CompanyAMENDMENT made as of April 1, 2015, between Capstone Series Fund, Inc. (the “Client”) and Citi Fund Services Ohio, Inc. (“Service Provider”), to that certain Master Services Agreement, dated May 24, 2004, between the Client and Service Provider (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.